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US Foods
USFD

292 hedge funds and large institutions have $4.43B invested in US Foods in 2020 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 73 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $26M | Put options by funds: $13.4M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

11% more capital invested

Capital invested by funds: $4B → $4.43B (+$428M)

3% more funds holding

Funds holding: 283 → 292 (+9)

1.3% less ownership

Funds ownership: 92.13% → 90.82% (-1.3%)

39% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 119

Holders
292
Holders Change
+9
Holders Change %
+3.18%
% of All Funds
5.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
66
Increased
73
Reduced
119
Closed
56
Calls
$26M
Puts
$13.4M
Net Calls
+$12.7M
Net Calls Change
+$2.08M

Top Buyers

1
LGP
Leonard Green & Partners
California
+$248M
2
Bessemer Group
Bessemer Group
New Jersey
+$61M
3
LP
Longview Partners
Guernsey
+$45.8M
4
Millennium Management
Millennium Management
New York
+$18.8M
5
CCM
Clearfield Capital Management
New York
+$15.1M

Top Sellers

1
EC
Eminence Capital
New York
-$71.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$60.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
4
KSCM
King Street Capital Management
New York
-$31.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
226
First Quadrant
California
$117K -$144K -6,379 -55%
GT
227
Glenmede Trust
Pennsylvania
$114K -$113K -5,011 -49%
ASN
228
Advisory Services Network
Georgia
$102K -$196K -8,709 -66%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$98K -$1.4K -62 -1%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$87K -$27.5K -1,221 -24%
SPIA
231
Steward Partners Investment Advisory
New York
$82K -$55K -2,445 -40%
PAM
232
Panagora Asset Management
Massachusetts
$77K -$2.1M -93,444 -96%
LWA
233
Lenox Wealth Advisors
New York
$67K -$9K -400 -12%
AIG
234
American International Group
New York
$64K -$203 -9 -0.3%
CFGS
235
Concourse Financial Group Securities
Alabama
$55K +$4.95K +220 +10%
PCM
236
Prelude Capital Management
New York
$54K -$41.4K -1,839 -43%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$52K -$223K -9,902 -81%
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$47K +$39.8K +1,770 +582%
GWM
239
Geneos Wealth Management
Colorado
$45K – – –
AIM
240
Anchor Investment Management
South Carolina
$44.4K +$40.5K +1,800 +900%
IA
241
IFP Advisors
Florida
$44K -$8.98K -399 -17%
HFM
242
Harvest Fund Management
China
$44K +$44.6K +1,981 New
Lazard Asset Management
243
Lazard Asset Management
New York
$38K – – –
CFA
244
Carroll Financial Associates
North Carolina
$37K – – –
CWA
245
Carolina Wealth Advisors
South Carolina
$37K +$20.3K +903 +119%
PCG
246
Private Capital Group
Connecticut
$25K -$1.57K -70 -6%
SFS
247
Sowell Financial Services
Arkansas
$25K +$24.9K +1,105 New
First Manhattan
248
First Manhattan
New York
$24K – – –
Millennium Management
249
Millennium Management
New York
$23.5K +$18.8M +837,051 +382%
NFSG
250
Newbridge Financial Services Group
Florida
$23K +$23K +1,020 New
8 9
10
11 12

USFD Hedge Fund Activity: Q3 2020 in Review

292 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q3 2020, worth a combined $4.43B — up 11% from $4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new USFD positions and 56 closed out — a net gain of 10 holders — while 73 added to existing stakes and 119 trimmed.

The largest buyer was Leonard Green & Partners, opening a new position worth an estimated $248M. The largest seller was Eminence Capital, cutting an estimated $71.1M.

  • 292 institutional investors held US Foods (USFD) as of Q3 2020, up from 283 in Q2 2020.
  • Funds reported $4.43B of US Foods stock for Q3 2020, up 11% quarter-over-quarter.
  • 66 funds opened new US Foods positions in Q3 2020 and 56 closed out, a net change of +10 holders.
  • The largest US Foods buyer in Q3 2020 was Leonard Green & Partners, an estimated $248M added.
  • The largest US Foods seller in Q3 2020 was Eminence Capital, an estimated $71.1M sold.

Based on aggregated 13F filings for Q3 2020.